Our Process

Understand

Understand the interests of all stakeholders: board of directors, owners, advisors, executives and employees

Review

Review your corporate retirement plan financial statements, investment portfolio, and cash flow details

Research

Research with objectivity and depth, we sit on the same side of the table as you

Present

Present new opportunities to improve investment outcomes for all stakeholders.

Improve

Improve compliance, lower fees and upgrade investment strategies

Coordinate

Coordinate with record keepers and other parties to implement your corporate retirement plan

Monitor

Monitor the overall health of you plan and help your employees become retirement ready